Where

Wealth Associate (Sales & Advice)

Liberty Standard Bank Group
Bloemfontein Full-day Full-time

Description:

Top Sales Professionals – Take Your Career to the Next Level with Liberty!

At Liberty, we hire the best because we know our people are our greatest strength. If you’re a driven sales professional ready to elevate your career, we want you on our team!

Join a high-performance network of winners dedicated to making financial freedom a reality for individuals and businesses across South Africa.

You’ll be tought how to leverage your sales expertise to help clients achieve their short- and long-term financial goals. We provide:
✅ Comprehensive training & mentorship
✅ Unmatched support to build a thriving financial career
✅ Lucrative growth opportunities in a respected industry

If you have a proven track record in sales and are ready for your next big challenge, apply today!

Key Activities:

In this role, new business development is essential. We are looking for a polished, professional sales person, keen to establish a career in Finance.

Key Activities :

Source, develop and cultivate your own client base by networking, prospecting and attending corporate events

  • Network and prospect to source new clients; Secure new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, individual goals etc.
  • Make recommendations and provide advice based on each clients’ unique situation
  • Manage, maintain and strengthen client relationships
  • Resolve client concerns, queries and/or complaints
  • Remain accredited and fit and proper

Requirements:

  • Network and prospect to source new clients; Secure new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, individual goals etc.
  • Make recommendations and provide advice based on each clients’ unique situation
  • Manage, maintain and strengthen client relationships
  • Resolve client concerns, queries and/or complaints
  • Remain accredited and fit and proper
  • Sales: 2 to 3 years
  • Tertiary qualification is a strong advantage, Matric is essential.
  • Previous full time working experience is required
  • Proven track record in sales is required
  • Own vehicle and driver's license is non-negotiable
  • Ability to work independently but also as part of a larger team
  • Able to network, prospect and build relationships
  • Clear credit and criminal record is important
  • Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)
  • Tertiary qualification is a strong advantage, Matric is essential.
  • Previous full time working experience is required
  • Proven track record in sales is required
  • Own vehicle and driver's license is non-negotiable
  • Ability to work independently but also as part of a larger team
  • Able to network, prospect and build relationships
  • Clear credit and criminal record is important
  • Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)
21 Feb 2025;   from: careers24.com

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